Greater Bay Area: Challenges and Opportunities in the Financial Services Sector
Supported by the Financial Markets Committee and the China Committee
Speakers:
Dr King Au, Executive Director, Financial Services Development Council
Josephine Kwan, Partner, PwC Hong Kong
Moderator:
Rose Kay, Head of Greater Bay Area, Commercial Banking, Standard Chartered Bank
The Guangdong-Hong Kong-Macao Greater Bay Area (the “GBA”) initiative was launched in 2017 and since then there has been no doubt about the substantial potential of the GBA. Whilst its landmass takes up less than one percent of the whole of China, it accounts for 12 percent of its National GDP and has been a focal point for the Asia business community for the last three years.
Chinese authorities have recently issued new measures to guide financial reforms and provide direction to financial openings in the GBA. These measures include the long-awaited Wealth Management Connect and Insurance Connect.
The Chamber has brought together a panel of experts to discuss the opportunities in the financial services sector within the GBA. We will be joined by Dr King Au, the Executive Director from the Financial Services Development Council who will share their latest report on policy recommendations’ in key areas, Josephine Kwan, an audit partner with PricewaterhouseCoopers, who will share the latest findings from a PwC report in developing a GBA mindset and the mobility of people, data, and capital in GBA; and Rose Kay, Head of Greater Bay Area at Standard Chartered who will also act a moderator of the panel and will also share the opportunities and challenges arising from the recent policy announcements in the GBA.
Join us to hear more about the opportunities and challenges within financial services in the GBA from leading experts in this field.
Details on how to join will be sent via email by 5pm the day before the webinar.
About the speakers
Dr Au is Executive Director of Financial Services Development Council (FSDC). Prior to joining the FSDC, he was President of Value Partners Group Limited. Dr Au also served as CEO of Eastspring Investments (Hong Kong) Limited and CEO of BOCHK Asset Management Limited. He also held various senior management positions at other financial institutions including Baring, GMO and HSBC Global Asset Management.
Dr Au was named CEO of the Year in Hong Kong by Asia Asset Management in 2012 and 2014. He was awarded the Medal of Honor by the HKSAR Government in 2008 for his valuable contributions to the securities and asset management industry. He was also the Chairman of the Hong Kong Securities and Investment Institute (HKSI) from 2006 to 2008 and the Chairman of the Hong Kong Investment Funds Association in 2004/2005.
Dr Au is currently serving as a Council member of the Hong Kong Institute of Chartered Public Accountants and an Index Advisory Committee member of China Securities Index Co., Limited among other public services.
Dr Au is a CFA Charterholder and a Senior Fellow of HKSI. He received his BA in Physics from the University of Oxford and PhD in Theoretical Particle Physics from the University of Durham.
Josephine is an audit partner with PricewaterhouseCoopers Hong Kong. She has more than 20 years of auditing and advisory experience. She specialised in asset and wealth management, advising clients including asset management houses, private equity funds, hedge funds and other industry players.
Josephine is responsible for a number of audits for large global and regional asset managers, private equity and venture capital funds. In addition to financial statement audits, Josephine has leveraged her extensive experience in advising clients on internal control, valuation, regulatory and compliance matters. In recent years Josephine has played a key role in leading a group of PwC experts to advise Chinese asset managers on their expansion in Hong Kong and overseas. She is the lead partner responsible for the private equity / venture capital funds audit business in Hong Kong as part of PwC’s wider Private Equity Practice.
Josephine is a member of the American Institute of Certified Public Accountants and the Hong Kong Institute of Certified Public Accountants. She graduated with Honours as a Bachelor of Commerce from the University of British Columbia and holds a Master of Arts Degree in Philosophy from the Chinese University of Hong Kong.
About the moderator
Rose has over 20 years of experience in commercial and investment banking. Rose is currently the Head of Greater Bay Area for Standard Chartered Bank. Prior to her current role, Rose was the Head of RMB Solutions, Greater China and North Asia, where she was responsible for developing product solutions arising from the RMB internationalization and opening of China’s capital markets. She has been advising corporate and institutional clients on China’s cross border financing, investment and risk management and liquidity management solutions.
Before joining Standard Chartered Bank, Rose worked in the debt capital market, equity capital market and convertible bond market where she led and executed many transactions for Asian companies.
She holds MBA, MSc, LLB and BEng degrees. Rose is an Adjunct Assistant Professor of Finance at the Chinese University of Hong Kong and Associate Professor of Science Practice in Financial Mathematics at the Hong Kong University of Science and Technology.
Pricing
- Member: HK$140
- Non-Member: HK$250
Terms & Conditions
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